BH
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Barry Hesse

30 Years of Experience
Jonesboro, AR
1 DisclosureBroker

Barry Hesse is a registered investment advisor at Thrivent Investment Management INC., based in Jonesboro, AR, with 30 years of industry experience. Barry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Retirement Planning. Their firm serves 77,792 clients with $17B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3110 advisors
Number of Clients
77,792 clients
Average Client Portfolio
$225K average
Assets Under Management
$17.5B

Fee Structure

Minimum Investment:$25K

Thrivent Investment Management offers several managed account programs, each with different investment options and strategies. The fees for these programs are based on a percentage of the assets in your account and are negotiable. The specific fee will depend on the program you choose, the assets in your account, and the complexity of your financial situation. Some programs may also have additional fees for tax overlay services or private wealth consulting. The fees are deducted from your account quarterly.

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Location

2217 Woodsprings Rd, Jonesboro, AR, 72404

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2023
Denied
Other Business Activities

Barry is involved in several LLCs, including Timber Ridge LLC (hunting property), Deer Valley Estates LLC (lot sales), Hesse Lodge LLC (hunting cabin), Hesse Professional Properties LLC (office building), and co-owns farm ground. These activities require minimal time and are not investment-related, except for Timber Ridge LLC.

Employment History
Current Registrations
Thrivent Investment Management INC.
April 2004 - Present · 22 yrs 1 mo
Thrivent Investment Management INC.Broker
November 1995 - Present · 30 yrs 6 mos
State Registrations27 states
ALARAZCOFLGAIAILINKSKYLAMIMNMOMSNCNMNVOKORPASCTNTXVAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Barry Hesse - Financial Advisor | TrueAdvisor